MassMutual Private Wealth & Trust’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IEZ Stock Details IEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-17	Closed	-$1.13K	–	885
2015 Q3	$1.13K	Buy	+17	New	+$707	﹤0.01%	737
2014 Q4	–	Sell	-17	Closed	-$1.13K	–	683
2014 Q3	$1.13K	Buy	+17	New	+$1.23K	﹤0.01%	709

Other funds holding IEZ

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VIP

Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MassMutual Private Wealth & Trust's IEZ Position: Q4 2015 in Review

MassMutual Private Wealth & Trust sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2015, closing a stake of 17 shares — an estimated $1.13K sold.

MassMutual Private Wealth & Trust first reported a position in IEZ in Q3 2014 and held it in 2 quarters. The position peaked at $1.13K in Q3 2015. 76 funds tracked by Wall St. Rank hold IEZ as of Q4 2015.

MassMutual Private Wealth & Trust reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2015 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 17 iShares US Oil Equipment & Services ETF shares in Q4 2015, an estimated $1.13K.
MassMutual Private Wealth & Trust first reported a position in iShares US Oil Equipment & Services ETF in Q3 2014 and held it in 2 quarters.
MassMutual Private Wealth & Trust's iShares US Oil Equipment & Services ETF position peaked at $1.13K in Q3 2015.
76 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.